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Global Financial Private Client’s United Bankshares UBSI Stock Holding History

Global Financial Private Client’s Portfolio UBSI Stock Details UBSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-20
Closed -$693 – 1509
2025
Q1 		$693 Buy
20
+12
+150% +$416 ﹤0.01% 1167
2024
Q4 		$300 Buy
+8
New +$300 ﹤0.01% 1119